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JLFranklin Wealth Planning is an independent financial planning firm that operates on a fee-only basis, focusing on tax and equity award planning as well as comprehensive wealth planning. The firm's expertise lies in providing specialized financial services tailored to individual needs, ensuring clients receive personalized and strategic guidance for their financial goals. Generated from their website's infomation

Raub Brock Capital Management is an independent, employee-owned investment firm based in Larkspur, CA, specializing in constructing and managing high-quality growth portfolios. Established in 1991, the firm focuses on delivering consistent above-market returns while prioritizing personalized service and fiduciary accountability for individual and institutional investors. With approximately $3.22 billion in assets under supervision, Raub Brock serves a diverse clientele, including individuals, families, trusts, retirement accounts, endowments, family offices, and foundations. The firm adheres to a time-tested investment discipline, offering both separately managed accounts and subadvisory services to enhance clients' financial lives. Generated from the website

Shira Ridge Wealth Management in Larkspur, CA is dedicated to creating value, inspiring optimism, and making a difference in the lives of individuals and the community. They empower clients to gain control of their financial future through goal-oriented and achievable financial plans. With a passion for helping clients stay on track despite emotional challenges, Shira Ridge designs financial journeys to be enjoyable and effective every step of the way. Their value proposition lies in visualizing, defining, and achieving control of clients' financial futures, increasing the likelihood of them living the life they desire. Generated from their available business information